This article explains how you can now view custom form submissions directly inside the Appointment Modal. This enhancement makes it easier to access booking-related form data without switching between modules, streamlining your workflow and saving time.

TABLE OF CONTENTS

• What Is the Forms Tab in the Appointment Modal?
• Key Benefits of Viewing Form Submissions in Appointments
• How to Access Form Submissions from the Appointment Modal
• What Types of Forms Are Supported?
• Common Use Cases and Efficiency Gains
• Frequently Asked Questions

What Is the Forms Tab in the Appointment Modal?

The Forms tab is a new feature within the Appointment Modal that displays custom form submissions tied to a calendar booking. When an appointment includes a form filled out by the contact during the booking process, the data now appears directly in the modal in a clean, structured layout. This allows for faster review and better context without needing to navigate to the Forms module or the contact record.

Key Benefits of Viewing Form Submissions in Appointments

Custom form submissions can contain important contextual information that helps prepare for meetings, consultations, and sales calls. By surfacing this data within the appointment itself, you reduce the need to jump between sections of the platform and increase your team’s efficiency.

    •    Instantly view form responses from within the appointment modal

    •    Eliminate the need to search for form entries in other modules

    •    Reduce preparation time before appointments

    •    Improve operational flow for service-based and intake-heavy industries

    •    Centralize client data for easier collaboration

How to Access Form Submissions from the Appointment Modal

Form submissions can now be viewed directly from any area in the platform where you open the Appointment Modal. Whether you’re working from the Calendars tab, Contacts tab, or Conversations view, you will now have consistent access to form data linked to appointments.

To view form submissions:

    1.    Navigate to the Calendars, Contacts, or Conversations area.

    2.    Click on an appointment to open the Appointment Modal.

    3.    If the appointment includes a custom form, a new Forms tab will appear in the modal.

    4.    Select the Forms tab to view the full form submission in a structured layout that mirrors the Forms module.

What Types of Forms Are Supported?

This feature currently supports custom forms that are added to the calendar as part of a booking process. These are the same forms created and managed through the HighLevel Forms Builder.

Supported Forms

    •    Forms created in the Forms Builder

    •    Forms embedded in a calendar using the calendar’s Form settings

Not Yet Supported

    •    The default booking form, which only captures Name, Email, and Phone

The reason default forms are excluded for now is because the information they capture is already visible in the Contact Details section of the appointment modal. However, support for displaying these in the Forms tab is planned for a future release.

Common Use Cases and Efficiency Gains

Having instant access to form submissions is particularly valuable for businesses that rely on collecting detailed client information during the booking process. This integration between Calendars and Forms improves operational efficiency and creates a more seamless user experience.

Examples of common use cases include:

    •    Agencies accessing client discovery forms before strategy calls

    •    Health and wellness providers viewing patient intake details

    •    Sales professionals qualifying leads based on custom intake fields

    •    Consultants and coaches tailoring sessions using client-submitted responses

This eliminates unnecessary clicks and supports more informed, productive conversations with clients.

Frequently Asked Questions

Q: Why don’t I see the Forms tab in my appointment modal?

The Forms tab only appears if the appointment includes a custom form submission. Appointments created with the default form will not display the tab.

Q: Can I edit the form submission from the Appointment Modal?

No, the form submission is displayed as read-only. To make changes, you must go to the Forms module or edit the form within the contact record.

Q: Where does the form data come from?

It comes from the form attached to the calendar booking or added during the appointment workflow.

Q: Is support for default form submissions coming?

Yes, the ability to view default booking form submissions in the Forms tab is currently in development and will be added in an upcoming release.

Q: Can I access the Forms tab from the Conversations tab or Contacts tab?

Yes, the Forms tab will appear in the Appointment Modal no matter where the appointment is opened from, including Calendars, Contacts, and Conversations.

Next Steps

    •    Begin attaching custom forms to your calendars to take advantage of this integration.

    •    Review existing appointments and confirm form data is being captured and displayed as expected.

    •    Monitor future updates that expand support to default booking forms.

    •    Train your team on how to access and interpret submitted form data from within the appointment modal.

    •    Review related articles to enhance your booking and intake workflows.

Let me know if you’d like this localized for a specific audience, added to a product release log, or paired with a walkthrough video.